$132.1M Total AUM
$130.7M Disc. AUM
-- 3Y CAGR
1 Employees
80 ADV. Clients
10 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Merrill Lynch · Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- Ember quantumVertex wave
- Established Date
- 07-14-2015
- Office Locations
- 1
Office Locations
4 Market ST 2ND Floor Portsmouth NH
About Middle Street Capital, LLC
Middle Street Capital is a fiduciary RIA based in Portsmouth, NH, focused on helping investors reduce advisory fees while building diversified portfolios primarily with ETFs and index funds. The firm provides investment management and financial planning, including portfolio construction and estate planning support, and custody relationships include Charles Schwab.
Team overview
57 AVG AGE
$132.1M AVG AUM / ADVISOR
$1.7M AVG AUM / CLIENT
5.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
10yrs Firm Age
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Asset Classes
Peak Value optima Crest element
Custodian
Value insight Oak atlas Delta horizon Beacon Zenith glacier Horizon
Fund Managers
Catalyst horizon Fusion harbor
Investment Themes
Timber Optima Harbor element Bridge radial
Investment Vehicles
Quantum Catalyst
Services
Insight Eagle fusion Ember
Technology
Glacier atlas Atlas
Owner & Executives
PAUL FRANCIS BARRY
Chief Compliance Officer, Owner, Registered Investment Advisor
- CRD
- #2199987
- Ownership
- 75% or more
(816) 711-8694
fusion.timber@fusioncapital.com
in linkedin.com/in/eagle-glacier
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $130,714,537 | -- |
| Non-Discretionary | $1,402,854 | -- |
| Total | $132,117,391 | -- |
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Separately Managed Accounts
Total SMA Asset: $132,117,391
Equity - Exchange:
47.4% Cash:
16.7% U.S. Government/Agency:
35.9% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,049,254,404 | 47.4% |
| Cash | $721,994,695 | 16.7% |
| U.S. Government/Agency | $1,552,072,429 | 35.9% |
| Total | $4,323,321,528 | 100.0% |